Lloyd Robertson Thomas
Financial Adviser in Burleigh Heads, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276881
- Location
- Burleigh Heads QLD 4220
- Licensee
- Australian Consolidated Planning and Insurance Group Pty Ltd (AFSL 522418)
- Authorised since
- 25 September 2020
- First provided advice
- 2004
- Qualifications
- Risk Management, integretec (2002); Superannuation and Retirement Planning, integratec (2002); Managed Investments, Tribeca (2005); Securities, Tribeca (2005); Economic & Legal for Financial Planning, Kaplan FPC001B (2020); Client Engagement Skills, Kaplan FPC007B (2021); Ethics & Professionalism in Financial Advice, Kaplan FPC002B (2021); Superannuation & Retirement Advice, Kaplan FPC003 (2021); Insurance Advice, Kaplan FPC004 (2022); Taxation for Financial Planning, Kaplan FPC006 (2022); Estate & Succession Planning, Kaplan FPC005 (2023); Investment Advice, Kaplan FPC008 (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Lloyd Robertson Thomas
Lloyd Robertson Thomas is a financial adviser in Burleigh Heads, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000276881.
The licensee Lloyd advises under is Australian Consolidated Planning and Insurance Group Pty Ltd (AFS licence 522418). The current authorisation started on 25 September 2020.
The register records 2004 as the year Lloyd first provided financial advice. Qualifications and training on file include Risk Management (integretec, 2002), Superannuation and Retirement Planning (integratec, 2002) and Managed Investments (Tribeca, 2005). Lloyd is recorded as a member of Financial Advice Association of Australia (FAAA).
Lloyd is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lloyd Robertson Thomas a registered financial adviser?
Yes. Lloyd Robertson Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276881.
Which licensee does Lloyd Robertson Thomas work under?
Australian Consolidated Planning and Insurance Group Pty Ltd, Australian financial services licence 522418.
What can Lloyd Robertson Thomas give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.